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January 31, 2020
Categories
  • Blog

Take Advantage of Your Company’s Retirement Plan Matching Program

Over 40 percent of employers now offer at least a small retirement plan match to employees, who can help manage their financial wellness by taking advantage […]
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January 31, 2020
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Target Date Funds and Fiduciary Obligations

Target date funds (TDFs) — which rebalance investments to become more conservative as a fixed date approaches — are a convenient way for plan participants to […]
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January 31, 2020
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Too Many Choices: How Many Investment Options Should You Offer?

Many plan providers struggle with deciding how many investment options to offer in their retirement plans. While people generally like to have lots of options when […]
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October 9, 2019
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  • Blog

No Tricks- Meeting with an Advisor is a Treat

October is the month of candy, pumpkins, and… financial planning? That’s right- October is National Financial Planning month! And if you’re like many individuals, setting up […]
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August 26, 2019
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  • Blog

Saving for College? Your Guide To 529 Plans

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August 2, 2019
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What is “Socially Responsible Investing”?

When deciding where to invest your hard-earned money, there are many factors to take into consideration. From measuring risk and return to diversifying your portfolio, a […]
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Check out the background of firms and investment professionals on FINRA's BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/ SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services offered through Duncan Financial Planning Advisors a registered investment advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group and its affiliates are separate entities. Cambridge Investment Research, Inc. Form CRS

Diversification and asset allocation strategies do not assure profit or protect against losses.
Brian Duncan, David Duncan, Nancy Conners, Edward Kavo, Alex Kline, Tim Kunkle, Robert McCalmont, Larry Qvistgaard, Frank Zoracki, Don Waite, Ron Kims, Julie Snyder, and Robb Stottlemyer are investment advisory representatives and registered representatives of Cambridge Investment Research, Inc. Greg Hicks and Kristen Hull are registered representatives of Cambridge Investment Research, Inc. They are collectively registered in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY
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